Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Hold
121
0.03% 312
2025
Q1
$82.3K Buy
121
+21
+21% +$14.3K 0.03% 335
2024
Q4
$63K Hold
100
0.02% 377
2024
Q3
$77.4K Hold
100
0.02% 338
2024
Q2
$82.5K Hold
100
0.02% 311
2024
Q1
$69.9K Hold
100
0.02% 345
2023
Q4
$58.1K Hold
100
0.02% 362
2023
Q3
$45.9K Hold
100
0.02% 374
2023
Q2
$48.5K Hold
100
0.02% 373
2023
Q1
$39.9K Hold
100
0.01% 392
2022
Q4
$38K Hold
100
0.01% 374
2022
Q3
$30K Sell
100
-25
-20% -$7.5K 0.01% 400
2022
Q2
$40K Hold
125
0.02% 356
2022
Q1
$46K Hold
125
0.02% 363
2021
Q4
$54K Hold
125
0.02% 342
2021
Q3
$42K Hold
125
0.02% 367
2021
Q2
$41K Hold
125
0.02% 384
2021
Q1
$41K Hold
125
0.02% 377
2020
Q4
$32K Hold
125
0.02% 395
2020
Q3
$24K Buy
125
+25
+25% +$4.8K 0.02% 417
2020
Q2
$19K Hold
100
0.01% 435
2020
Q1
$14K Hold
100
0.01% 439
2019
Q4
$18K Hold
100
0.01% 450
2019
Q3
$16K Hold
100
0.01% 485
2019
Q2
$12K Buy
+100
New +$12K 0.01% 529